Day 1 | Wednesday, February 4

10:30 am - 11:00 am Check-In Opens & Coffee

Welcome to San Diego! Check in, grab your badge, and fuel up with a cup of coffee as you get ready to kick off the Exchange.

11:00 am - 11:15 am Exchange Orientation + Icebreaker

11:15 am - 11:40 am CMP RESEARCH PRESENTS: What Leaders Are Solving for in 2026

Fresh off the latest CMP Executive Survey, this data-backed session highlights the most urgent challenges and top investment priorities shaping customer experience today. Unpack the disconnects between strategy and execution, the rise of AI in service delivery, and the evolving role of the human touch. You’ll leave with insight into how your peers are planning for 2026—and where your organization stands.

11:40 am - 12:25 pm OPENING EXECUTIVE PANEL | Defining the AI-First Enterprise: Strategy, Culture, and the Next Era of Innovation

“AI-first” has become the buzzword of the moment — but what does it really mean? As generative and agentic AI drive innovation at unprecedented speed, the most forward-thinking organizations are asking deeper questions about strategy, culture, and identity.

In this cross-industry panel, cross-industry leaders unpack what it takes to build an AI-first enterprise that goes beyond tools and tactics. Explore how to define your company’s AI identity, align culture with technology, and drive adoption that’s as human as it is intelligent.

Key Takeaways:

  • Define an authentic “AI identity” that reflects organizational purpose and values.
  • Align governance, workforce readiness, and cultural transformation to accelerate adoption.
  • Balance experimentation with oversight to unlock strategic value beyond quick wins.
  • Build AI fluency and enterprise-wide capability for sustained innovation.
  • Prepare for the next evolution of AI and gain insight into emerging trends and tools.

12:30 pm - 1:30 pm Welcome Lunch | Coastal Connections

Grab a plate and soak in some California sunshine as you kick off the Exchange. This is the perfect chance to meet fresh faces, swap ideas, and settle in for a few days of inspiration (and maybe seconds!)

1:30 pm - 2:30 pm Business Meetings

2:30 pm - 2:45 pm Comfort Break

Executive Forums

EXECUTIVE FORUM A

2:45 pm - 3:30 pm The Business of AI: Product Strategy That Drives Real, Sustainable Transformation

Amid the race to become “AI-first,” many organizations mistake technical adoption for transformation. This executive roundtable reframes roadmapping through a product leadership lens. Leaders will explore how to ground AI strategy in real business outcomes,define the problem/the why before picking tools, and apply proven product principles to fast-moving technology decisions.

  • Anchor AI investments in clear business value
  • Focus on defining the problem before the model
  • Apply timeless product leadership to evolving AI strategy
  • Cut through hype to enable sustainable transformation

EXECUTIVE FORUM B

2:45 pm - 3:30 pm The Experience Multiplier: Design for Emotion, Empathy, and Impact

Emotion and empathy are the ultimate differentiators in creating exceptional experiences. This conversation explores how leaders can design for both efficiency and human connection to create interactions that resonate, inspire trust, and drive loyalty, whether with a human or AI-driven agent. Leaders will discuss how to balance data with intuition and empathy to ensure technology enhances rather than replaces the emotional core of experience.

  • Blend emotional insight with technological foresight
  • Design experiences that inspire trust and connection
  • Translate empathy into measurable business outcomes
  • Elevate emotion as a driver of transformation

Choose your table: Two focused executive discussions on shaping the future of strategy, AI, and customer experience.


Strategic Case Studies

CASE STUDY A

3:30 pm - 4:00 pm Case Study A | The AI-First Approach: Human-Centered Innovation at RXR

Join David Gise, SVP & Head of Hospitality and Amenities, as he shares how he’s navigating RXR’s journey to becoming an AI-first organization and transforming the way teams work, innovate, and deliver exceptional, personalized customer experiences. He’ll share how RXR evolved from department-level experiments to a company-wide AI strategy, focusing on how to start with the problem—not the tools—to drive meaningful, human-centered innovation. Attendees will learn how to leverage AI to enhance workflows, empower teams creatively, and measure impact as the company embraces AI-first thinking across every function.

Key Takeaways:
  • Scaling from departmental pilots to enterprise-wide adoption in an AI-first company.
  • Measuring impact and demonstrating value across teams and functions.
  • Empowering employees safely and creatively with AI tools and platforms.
  • Building knowledge-sharing frameworks and repositories for best practices.

CASE STUDY B

3:30 pm - 4:00 pm Agents of Change: How Agentic AI is Rewriting the CX Playbook

Step into the future of customer and employee experience with a case study focused on Agentic AI. Explore how cutting-edge AI is transforming contact center and back-office workflows, and gain practical insights in how to separate the hype from the reality. Through guided discussions and real-world examples, participants will identify where to make strategic first bets, uncover practical approaches for piloting autonomous agents, and discover how to balance automation with human judgment to drive measurable impact.

  • Insights into piloting autonomous agents across CX and operational workflows.
  • How to discern the “hype” from reality in emerging AI capabilities.
  • Strategies for determining the right areas to deploy autonomous agents first.
  • Practical tips for balancing automation with human-driven decision-making.
  • Cross-industry peer-driven perspectives on lessons learned and best practices.

Choose your session: Two 30-minute presentations highlighting strategic lessons and real-world results from leading organizations.

4:00 pm - 4:30 pm Tea Time Networking Break

Take a tasteful pause for an afternoon tea. Enjoy a selection of scones, pound cake, and tea sandwiches along with your tea (or coffee!) of choice.

4:30 pm - 5:30 pm Business Meetings

Unwine'd Think Tanks

THINK TANK A

5:30 pm - 6:15 pm Cracks in the Code: Tech Reality Check

With every organization experimenting with AI and automation, separating signal from noise is critical. We spend a lot of time discussing how to implement, what to implement, and sharing success stories, but less so on the challenges or moments of disappointment. This space is dedicated to fostering a candid dialogue around what’s delivering measurable improvements versus what’s still stuck in the hype cycle. Leave with grounded insights into how to create a roadmap and where to focus your time, investment, and resources. 

THINK TANK B

5:30 pm - 6:15 pm Leadership Lab: Change Management that Engages & Empowers

AI and automation are transforming how leaders work, make decisions, and support their teams. In this session, you’ll have the chance to share your own challenges around how these shifts have impacted your day-to-day, stretched your leadership style, driven agility, or conversely, created new obstacles. From there, we’ll expand to the workforce level: what does it take to sustain engagement, empower people through uncertainty, and build and foster resilient, future-ready cultures?

Choose your discussion: Structured, facilitated discussions that tackle specific challenges, collaborate on solutions, and leave with actionable strategies. Grab a glass to close out the day with peers.

6:15 pm - 7:45 pm Toast to the Coast Networking Reception

Raise a glass and enjoy light San Diego-inspired bites with peers on the beach. The perfect opportunity to network, share ideas, and dip your toes in the sand after an engaging first day.